CRD: 311583
Rinaldi Wealth Management, Inc.
$243.2M Total AUM
$243.2M Disc. AUM
17.6% 3Y CAGR
3 Employees
363 ADV. Clients
4 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท LPL Financial
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-15-2021
- Office Locations
- 1
Office Locations
24311 Walden Center Drive Suite 100 Bonita Springs FL
About Rinaldi Wealth Management, Inc.
Rinaldi Wealth Management is a fee-only, independent fiduciary led by CFP Dustin Rinaldi in Bonita Springs, FL, serving clients nationwide. The firm provides comprehensive financial planning and investment advice with tax planning support, with a focus on retirement planning. Rinaldi has been featured as an information source in outlets including Forbes and Kiplinger.
Team overview
-- AVG AGE
$81.1M AVG AUM / ADVISOR
$670.0K AVG AUM / CLIENT
2.4 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Fund Managers
Available
Investment Themes
Available
Investment Vehicles
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Services
Available
Technology
Available
Owner & Executives
DUSTIN CARL RINALDI
Chief Compliance Officer, INVESTMENT ADVISOR REPRESENTATIVE, Owner
- CRD
- #5006872
- Ownership
- 75% or more
Available
Available
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Showing 1 of 1 owners & executives
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A
Anna Butterfield Khemkhajon
--
- CRD
- #7474984
Available
Available
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P
PATRICK JAMES O'GRADY
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- CRD
- #8192130
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Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $243,200,000 | $289,180 |
| Non-Discretionary | $0 | -- |
| Total | $243,200,000 | $289,180 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available U.S. Government/Agency:
Available Equity - Exchange:
Available Cash:
Available Municipal Bonds:
Available Private Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
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